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Investment Services

You can receive investment management & planning services through Clermont Wealth Strategies and Fulton Financial Advisors, divisions of Lafayette Ambassador Bank. Combined they have over 100 years of investment management experience to bring you the highest quality advisory services available today.

Clermont Wealth Strategies

Clermont Wealth Strategies provides services for high net worth individuals and focuses on the following areas:

  • Comprehensive Wealth Advice
  • Investment Management
  • Wealth Preservation & Trust Services
  • Banking Services

Fulton Financial Advisors

Fulton Financial Advisors are a valuable resource for investment and brokerage services. Our professionals provide expert advice in the following areas:

Institutional Services:
  • Brokerage Services*
  • Charitable and Endowment Services
  • Retirement Services
  • Cash Reserve Investment Management
Personal Services:
  • Investing for Your Future
  • Preparing for Retirement
  • Preparing for College
  • Planning for Business Succession
  • Wealth Advisory
  • Estate Planning
  • Planned Giving
  • Risk Management

These investment products and services are the perfect complement to your personal and business banking activities. Allowing our professionals to look at your entire financial picture can provide you with the most effective strategy for maximizing your wealth.

Financial Calculators

Looking to save for the future? Our convenient financial calculators can can help you plan.
Click here to learn more!

*Brokerage Services offered through Raymond James Financial Services, Inc., an independent, registered broker/dealer. Member /. Securities offered through Raymond James Financial Services, Inc.: Not FDIC insured. | Subject to risk. | May go down in value. | Not financial institution guaranteed. | Not a deposit. | Not insured by any federal government agency.

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation.

Securities and Insurance Products:
•Not FDIC-Insured •Not Insured by any Federal Government Agency
• No Financial Institution Guarantee •Subject to Risk
•May Lose Value •Not a Deposit